Purchases and Sales Made in Q3 2023 in Vanguard Total Stock Market Et (VTI)
This table provides information about the institutional ownership of Vanguard Total Stock Market Et (VTI) during Q3 2023. The information is specifically focused on institutions that hold shares of VANGUARD TOTAL STOCK MARKET ET.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
BUY
|
- |
215+ 16.04% |
$45.5K - $49.1K
|
1.56K
$470K
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
210+ 1.73% |
$44.4K - $48K
|
12.3K
$3.73M
|
|
Feb 15, 2024
Q3 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
207+ 4.5% |
$43.8K - $47.3K
|
4.81K
$1.45M
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
206+ 1.65% |
$43.6K - $47K
|
12.7K
$3.84M
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
206+ 0.72% |
$43.6K - $47K
|
28.6K
$8.66M
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
205+ 1.19% |
$43.3K - $46.8K
|
17.5K
$5.28M
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
205+ 4.84% |
$43.3K - $46.8K
|
4.44K
$1.34M
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
200+ 1.72% |
$42.3K - $45.7K
|
11.9K
$3.59M
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
199+ 2.72% |
$42.1K - $45.4K
|
7.51K
$2.27M
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
197+ 3.4% |
$41.6K - $45K
|
6K
$1.81M
|
|
Oct 05, 2023
Q3 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
196+ 0.33% |
$41.4K - $44.8K
|
59.6K
$18M
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
196+ 0.47% |
$41.4K - $44.8K
|
41.6K
$12.6M
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
194+ 0.13% |
$41K - $44.3K
|
152K
$46.1M
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
194+ 0.13% |
$41K - $44.3K
|
152K
$46.1M
|
|
Oct 10, 2023
Q3 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
193+ 3.43% |
$40.8K - $44.1K
|
5.82K
$1.76M
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
192+ 0.81% |
$40.6K - $43.8K
|
23.8K
$7.2M
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
BUY
|
- |
191+ 0.63% |
$40.4K - $43.6K
|
30.3K
$9.17M
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
189+ 12.61% |
$40K - $43.2K
|
1.69K
$511K
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
186+ 3.06% |
$39.3K - $42.5K
|
6.27K
$1.9M
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
186+ 1.05% |
$39.3K - $42.5K
|
17.9K
$5.42M
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
185+ 10.59% |
$39.1K - $42.2K
|
1.93K
$584K
|
|
Oct 30, 2023
Q3 2023
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
180+ 12.23% |
$38.1K - $41.1K
|
1.65K
$500K
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
180+ 0.88% |
$38.1K - $41.1K
|
20.5K
$6.21M
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
177+ 7.86% |
$37.4K - $40.4K
|
2.43K
$735K
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
176+ 1.9% |
$37.2K - $40.2K
|
9.44K
$2.86M
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
175+ 2.81% |
$37K - $40K
|
6.39K
$1.93M
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
171+ 3.29% |
$36.2K - $39K
|
5.37K
$1.62M
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
BUY
|
- |
171+ 14.73% |
$36.2K - $39K
|
1.33K
$403K
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
171+ 2.19% |
$36.2K - $39K
|
7.99K
$2.42M
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
170+ 2.14% |
$35.9K - $38.8K
|
8.12K
$2.45M
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
169+ 0.49% |
$35.7K - $38.6K
|
34.6K
$10.5M
|
|
Mar 12, 2024
Q3 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
167+ 0.27% |
$35.3K - $38.1K
|
63.1K
$19.1M
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
166+ 7.66% |
$35.1K - $37.9K
|
2.33K
$706K
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
BUY
|
- |
162+ 3.08% |
$34.2K - $37K
|
5.43K
$1.64M
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
160+ 1.98% |
$33.8K - $36.5K
|
8.26K
$2.5M
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
160+ 4.34% |
$33.8K - $36.5K
|
3.84K
$1.16M
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
160+ 5.7% |
$33.8K - $36.5K
|
2.97K
$897K
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
160New |
$33.8K - $36.5K
|
160
$48.4K
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
160+ 8.77% |
$33.8K - $36.5K
|
1.99K
$600K
|
|
Nov 13, 2023
Q3 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
160+ 1.74% |
$33.8K - $36.5K
|
9.37K
$2.83M
|
|
Oct 10, 2023
Q3 2023
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
159+ 1.07% |
$33.6K - $36.3K
|
15K
$4.54M
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
159+ 0.38% |
$33.6K - $36.3K
|
42.6K
$12.9M
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
156+ 13.82% |
$33K - $35.6K
|
1.29K
$389K
|
|
Aug 08, 2024
Q3 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
155+ 4.54% |
$32.8K - $35.4K
|
3.57K
$1.08M
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
154+ 0.9% |
$32.6K - $35.2K
|
17.3K
$5.23M
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
152+ 5.93% |
$32.1K - $34.7K
|
2.72K
$821K
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
150+ 10.89% |
$31.7K - $34.3K
|
1.53K
$462K
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
150+ 0.89% |
$31.7K - $34.3K
|
16.9K
$5.13M
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
150+ 0.85% |
$31.7K - $34.3K
|
17.8K
$5.38M
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
149+ 9.33% |
$31.5K - $34K
|
1.75K
$528K
|